Fabrinet

NYSE:FN Aktierapport

Börsvärde: US$25.2b

Fabrinet Tidigare resultatutveckling

Tidigare kriterier kontrolleras 3/6

Fabrinet har ökat intäkterna med en genomsnittlig årlig takt på 19.2%, medan Electronic -branschen såg intäkterna växer på 3.8% årligen. Intäkterna har varit växande med en genomsnittlig takt på 15% per år. Fabrinet s avkastning på eget kapital är 18.3% och den har en nettomarginal på 9.9%.

Viktig information

19.23%

Tillväxttakt i vinsten

19.87%

Tillväxttakt för EPS

Electronic Tillväxt i branschen15.34%
Intäkternas tillväxttakt15.03%
Avkastning på eget kapital18.27%
Nettomarginal9.94%
Senaste uppdateringen av resultatet27 Mar 2026

Senaste uppdateringar av tidigare prestationer

Recent updates

Uppdatering av berättelse May 15

FN: Completed Buybacks And Earnings Outlook Will Support Future Upside Potential

Analysts have kept their average Fabrinet price target steady at $850.00. The latest update reflects tweaks to assumptions for discount rate, revenue growth, profit margins and future P/E that together support this unchanged view on fair value.
Uppdatering av berättelse Apr 30

FN: Buybacks And Higher Long Term Assumptions Will Support Future Upside Potential

Analysts have raised their price target on Fabrinet from $715 to $850, citing updated assumptions for revenue growth, profit margin, and future P/E that contribute to a higher assessed fair value under a slightly adjusted discount rate. What's in the News Fabrinet reported that from September 27, 2025 to December 26, 2025 it repurchased 12,439 shares, representing 0.03% of shares, for US$4.81 million under its existing buyback program (Key Developments).
Uppdatering av berättelse Apr 16

FN: Rich Multiple And Earnings Outlook Will Drive Future Downside Risk

Analysts have raised their price target for Fabrinet from about $493 to roughly $582. They cite updated assumptions around slightly higher revenue growth, margins, and future P/E as the key drivers behind this shift.
Uppdatering av berättelse Apr 02

FN: Buybacks And Margin Improvements Will Support Future Upside Potential

Analysts have raised their price target for Fabrinet from $600 to $715, citing updated assumptions for slightly higher revenue growth, a modestly higher profit margin, a lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet updated its outlook for the third fiscal quarter ending March 27, 2026, with expected revenue in the range of US$1.15b to US$1.20b.
Seeking Alpha Mar 29

Fabrinet: Excellent Growth Is Overshadowed By Overvaluation And Overbought Stock Level

Summary Fabrinet delivered record Q2 2026 results, with revenue up 36% YoY to $1.13B and non-GAAP EPS up 29% to $3.36. FN's robust growth is supported by capacity expansion, strong demand in Telecom and HPC, and a solid balance sheet with zero net debt. Despite operational momentum, FN trades at 44x FY26E EPS — more than double the sector median — raising concerns about valuation-driven downside risk. I maintain a Hold rating due to FN’s premium valuation and extreme overbought technicals, despite multi-year growth potential and positive Q3 guidance. Read the full article on Seeking Alpha
Uppdatering av berättelse Mar 19

FN: Higher Forward P/E Assumptions Will Likely Restrain Future Share Returns

Analysts have raised their price target on Fabrinet from $317.26 to $452.00, citing updated assumptions including slightly higher revenue growth, marginally stronger profit margins, a modestly lower discount rate, and a higher future P/E multiple. What's in the News Fabrinet reported completing a share repurchase program announced on August 21, 2017, buying back a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under the plan.
Uppdatering av berättelse Mar 04

FN: Lower Forward P/E Assumptions Will Likely Temper Future Share Returns

Analysts have trimmed their average price target on Fabrinet to reflect a fair value update to $317.26, citing refreshed assumptions around discount rates, revenue growth, profit margins and forward P/E. What's in the News Fabrinet completed a share repurchase program announced on August 21, 2017, buying a total of 3,887,487 shares, or 10.56% of the company, for US$365.1m under this authorization (Key Developments).
Ny berättelse Mar 03

Fabrinet (FN): The Optical Backbone – Scaling High-Precision Manufacturing for the 1.6T AI Transition in 2026.

Fabrinet (FN) is currently positioned as the "indispensable craftsman" of the AI hardware supply chain, trading at $553.00 as of the March 3, 2026, close. Despite a sharp 4.9% intraday drop today amid broader tech sector profit-taking, the stock has been a massive outperformer over the last year, recently peaking at an all-time high of $632.99.
Uppdatering av berättelse Feb 18

FN: Share Repurchases And Margin Strength Will Support Future Upside

Analysts have nudged their price outlook for Fabrinet higher to $600.00, citing small adjustments to assumptions such as a discount rate of 8.34%, revenue growth of 21.31%, a profit margin of 10.32%, and a forward P/E of 37.24x. What's in the News Fabrinet repurchased 12,439 shares for US$4.81m between September 27, 2025 and December 26, 2025, representing 0.03% of shares.
Uppdatering av berättelse Feb 04

FN: Richer Forward P/E And Margin Assumptions Will Likely Restrain Returns

Analysts have lifted their price target range for Fabrinet to reflect a fair value of about US$324.57 per share. They cite updated views on the discount rate, revenue growth, profit margin and forward P/E assumptions.
Uppdatering av berättelse Jan 21

FN: Higher Margins And Buybacks Will Support Stronger Future Upside

Analysts have lifted their price target on Fabrinet from US$375.00 to US$600.00, citing updated assumptions around higher revenue growth, slightly higher discount rates, stronger profit margins, and a richer future P/E multiple. What's in the News Fabrinet updated its earnings guidance for the second fiscal quarter ending December 26, 2025, with expected revenue in the range of US$1.05b to US$1.10b (Key Developments).
Uppdatering av berättelse Jan 07

FN: Future Performance Will Be Shaped By Buybacks And Earnings Guidance

Analysts have raised their price target on Fabrinet to US$492.67 from US$479.25, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E that together support a slightly higher valuation framework. What's in the News Fabrinet reported that between June 28, 2025 and September 26, 2025, it repurchased 970 shares for US$0.27m, completing a total buyback of 3,875,048 shares, or 10.53% of the company, under its repurchase program announced on August 21, 2017 (Key Developments).
Analysartikel Jan 02

Returns Are Gaining Momentum At Fabrinet (NYSE:FN)

There are a few key trends to look for if we want to identify the next multi-bagger. Typically, we'll want to notice a...
Uppdatering av berättelse Dec 14

FN: Elevated Earnings Multiple Will Likely Pressure Future Share Returns

Analysts have raised their price target on Fabrinet, lifting fair value estimates from approximately 226 dollars to about 284 dollars. This change reflects stronger expectations for revenue growth, slightly higher profit margins, and a modestly richer future earnings multiple.
Uppdatering av berättelse Nov 29

FN: Stable Performance Outlook Will Be Shaped By Continued Share Buybacks

Analysts have maintained their fair value estimate for Fabrinet at $479.25. They cite minimal changes in underlying assumptions and continued confidence in the company’s financial outlook.
Uppdatering av berättelse Nov 15

FN: Significant Buyback Completion Will Drive Projected Upside Momentum

Fabrinet Sees Analyst Price Target Jump with Optimistic Revenue Projections Analysts have raised their fair value estimate for Fabrinet from $364.13 to $479.25, citing stronger anticipated revenue growth as a primary driver for the upward revision. What's in the News Fabrinet has completed the repurchase of 3,875,048 shares, representing 10.53% for $360.28 million, as part of the buyback announced on August 21, 2017 (Key Developments).
Analysartikel Nov 11

After Leaping 29% Fabrinet (NYSE:FN) Shares Are Not Flying Under The Radar

Fabrinet ( NYSE:FN ) shareholders have had their patience rewarded with a 29% share price jump in the last month...
Uppdatering av berättelse Nov 01

FN: Future Share Buyback Progress Is Likely To Limit Upside Potential

Analysts have raised their price target for Fabrinet from $352.88 to $364.13, citing modest adjustments to fair value estimates alongside a slightly higher forward earnings multiple. What's in the News Between March 29, 2025 and June 27, 2025, Fabrinet repurchased 107,945 shares for $22.26 million.
Uppdatering av berättelse Oct 17

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $332.75 to $352.88. They cite stronger revenue growth expectations, even though there is a slight decline in projected profit margins.
Uppdatering av berättelse Oct 03

HPC Manufacturing And AWS Alliance Will Open New Markets

Analysts have raised their price target for Fabrinet from $324.63 to $332.75. This reflects a modest increase as expectations for future performance improve.
Analysartikel Sep 13

Is Fabrinet (NYSE:FN) Potentially Undervalued?

Today we're going to take a look at the well-established Fabrinet ( NYSE:FN ). The company's stock received a lot of...
Uppdatering av berättelse Aug 20

AWS Partnership And Telecom Wins Will Unlock Future Potential

Despite a higher discount rate, the consensus analyst price target for Fabrinet has increased—driven primarily by a modest rise in forward P/E—resulting in a new fair value estimate of $321.25. What's in the News Fabrinet issued Q1 earnings guidance, projecting revenue of $910 million to $950 million.
Analysartikel Jul 25

The Return Trends At Fabrinet (NYSE:FN) Look Promising

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Analysartikel Jul 10

Is Now The Time To Put Fabrinet (NYSE:FN) On Your Watchlist?

The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
Analysartikel Jun 27

Fabrinet's (NYSE:FN) 27% Share Price Surge Not Quite Adding Up

Fabrinet ( NYSE:FN ) shares have continued their recent momentum with a 27% gain in the last month alone. Looking...
Analysartikel Jun 19

A Look At The Intrinsic Value Of Fabrinet (NYSE:FN)

Key Insights Using the 2 Stage Free Cash Flow to Equity, Fabrinet fair value estimate is US$291 Current share price of...
Seeking Alpha Feb 12

Fabrinet: Struggling To Kick On

Summary The Fabrinet stock has struggled to make any headway over the past year, and the Q2 results which came out last week failed to lift sentiment. We cover some of the major sub-plots of the earnings event and ascertain why weakness has persisted despite a strong beat and a lift in guidance at the headline level. On a forward P/E basis, Fabrinet is still priced at a slight premium to its historical average, but that premium can be mitigated by the sturdy earnings growth on offer. Despite weak cash flow generation, the subdued market-cap makes the current FCF yield of +4% look better than the historical average of around 3%. Fabrinet's short, medium, long-term and relative strength charts don't reflect well on its prospects. Read the full article on Seeking Alpha

Fördelning av intäkter och kostnader

Hur Fabrinet tjänar och spenderar pengar. Baserat på senast rapporterade resultat, på rullande tolvmånadersbasis.


Resultat- och intäktshistorik

NYSE:FN Intäkter, kostnader och resultat (USD Millions )
DatumIntäkterIntäkterG+A KostnaderFoU-kostnader
27 Mar 264,235421920
26 Dec 253,893377900
26 Sep 253,593351880
27 Jun 253,419333880
28 Mar 253,263326840
27 Dec 243,123326810
27 Sep 243,002308800
28 Jun 242,883296780
29 Mar 242,786276790
29 Dec 232,719254780
29 Sep 232,675248770
30 Jun 232,645248780
31 Mar 232,577243760
30 Dec 222,476235750
30 Sep 222,374220740
24 Jun 222,262200740
25 Mar 222,184187740
24 Dec 212,099173750
24 Sep 211,986160740
25 Jun 211,879148710
26 Mar 211,775134670
25 Dec 201,707125660
25 Sep 201,679121660
26 Jun 201,642113650
27 Mar 201,642118640
27 Dec 191,630119610
27 Sep 191,606119570
28 Jun 191,584121550
29 Mar 191,525111580
28 Dec 181,458103560
28 Sep 181,39291570
29 Jun 181,37284580
30 Mar 181,39789540
29 Dec 171,43289590
29 Sep 171,44695630
30 Jun 171,42097640
31 Mar 171,32689600
30 Dec 161,21089550
30 Sep 161,09283510
24 Jun 1697762500
25 Mar 1690755480
25 Dec 1584545450
25 Sep 1580134420
26 Jun 1577444390

Kvalitetsintäkter: FN har en hög nivå av icke-kontantintäkter.

Växande vinstmarginal: FN s nuvarande netto vinstmarginaler (9.9%) är lägre än förra året (10%).


Fritt kassaflöde vs resultatanalys


Analys av tidigare vinsttillväxt

Resultatutveckling: FN s intäkter har ökat med 19.2% per år under de senaste 5 åren.

Accelererande tillväxt: FN s intäktstillväxt under det senaste året ( 29% ) överstiger sitt 5-åriga genomsnitt ( 19.2% per år).

Resultat vs industri: FN vinsttillväxt under det senaste året ( 29% ) översteg Electronic branschen 13.4%.


Avkastning på eget kapital

Hög ROE: FN s avkastning på eget kapital ( 18.3% ) anses vara låg.


Avkastning på tillgångar


Avkastning på sysselsatt kapital


Upptäck starka bolag som tidigare presterat bra

Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/26 15:50
Aktiekurs vid dagens slut2026/05/22 00:00
Intäkter2026/03/27
Årlig intjäning2025/06/27

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

Fabrinet bevakas av 19 analytiker. 8 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
Timothy LongBarclays
Dong WangBarclays
Karl AckermanBNP Paribas